EQTIX
Price
$16.98
Change
-$0.17 (-0.99%)
Updated
Aug 1 closing price
Net Assets
952.82M
SCCUX
Price
$11.24
Change
-$0.14 (-1.23%)
Updated
Aug 1 closing price
Net Assets
193.56M
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EQTIX vs SCCUX

Header iconEQTIX vs SCCUX Comparison
Open Charts EQTIX vs SCCUXBanner chart's image
Shelton Equity Income Investor
Price$16.98
Change-$0.17 (-0.99%)
VolumeN/A
Net Assets952.82M
Invesco Income Advantage U.S. Fund C
Price$11.24
Change-$0.14 (-1.23%)
VolumeN/A
Net Assets193.56M
EQTIX vs SCCUX Comparison Chart in %
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EQTIX vs. SCCUX commentary
Aug 04, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTIX is a Hold and SCCUX is a Hold.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 953M vs. SCCUX (194M). EQTIX pays higher dividends than SCCUX: EQTIX (9.33) vs SCCUX (5.34). EQTIX was incepted earlier than SCCUX: EQTIX (29 years) vs SCCUX (19 years). SCCUX (1.90) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCCUX (54.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. SCCUX annual gain was more profitable for investors over the last year : 12.64 vs. EQTIX (10.11). EQTIX return over 5 years is better than : 46.21 vs. SCCUX (43.64).
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years19 years-
Gain YTD3.4856.37555%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets953M194M491%
Annual Yield % from dividends9.335.34175%
Returns for 1 year10.1112.6480%
Returns for 3 years37.8039.6095%
Returns for 5 years46.2143.64106%
Returns for 10 years14.8550.1930%
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